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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1201
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$247K +$180K +3,000 +309%
ET
1202
Equitable Trust
Tennessee
$246K -$59.9K -1,000 -20%
FCA
1203
FLC Capital Advisors
California
$245K – – –
ST
1204
Sabal Trust
Florida
$244K -$72.9K -1,217 -24%
BLAM
1205
Bourne Lent Asset Management
New York
$244K – – –
VC
1206
Vicus Capital
Pennsylvania
$243K +$17.2K +288 +8%
HC
1207
Hourglass Capital
Texas
$242K – – –
PAM
1208
Peak Asset Management
Colorado
$242K – – –
NICM
1209
Neo Ivy Capital Management
New York
$242K +$233K +3,893 New
PA
1210
PFG Advisors
Arizona
$242K +$234K +3,901 New
ACP
1211
Arcus Capital Partners
Georgia
$241K +$2.46K +41 +1%
SWA
1212
Sutton Wealth Advisors
Florida
$240K +$5.09K +85 +2%
AWM
1213
Absher Wealth Management
North Carolina
$240K +$5.99K +100 +3%
IWS
1214
Insight Wealth Strategies
California
$239K -$16.4K -274 -7%
FWP
1215
FAS Wealth Partners
Kansas
$238K +$21.9K +366 +11%
CTB
1216
Country Trust Bank
Illinois
$233K – – –
PA
1217
Parallel Advisors
California
$232K -$898 -15 -0.4%
NFG
1218
Nadler Financial Group
Illinois
$231K – – –
FFC
1219
First Financial Corp
Indiana
$230K -$6.05K -101 -3%
OWA
1220
Octavia Wealth Advisors
Ohio
$230K +$4.73K +79 +2%
GWM
1221
Gray Wealth Management
Maine
$230K +$12K +200 +6%
BSB
1222
Bangor Savings Bank
Maine
$230K +$222K +3,705 New
DWP
1223
Destiny Wealth Partners
Florida
$229K -$246K -4,108 -53%
EPWM
1224
Essex Private Wealth Management
Massachusetts
$229K – – –
SSC
1225
Syverson Strege & Co
Iowa
$229K +$2.4K +40 +1%
47 48
49
50 51